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Sponsor portfolioWelfare / HealthEIN 27-0371422
ROUNDSTONE MANAGEMENT LTD
19621 LAKE RD · ROCKY RIVER, OH 441161840
4406170333
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$707K
No prior year
Persons covered
250
No prior year
Total participants
139
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $573K | 51.7% | |
| Dental | $134K | 12.1% | |
| Vision | $134K | 12.1% | |
| Life | $134K | 12.1% | |
| Short-term disability | $134K | 12.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953670351 | H | $573K | 81.0% | 1 | 1 | 250 |
EIN 420127290 | DVLSTD | $134K | 19.0% | 1 | 1 | 244 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SCHROEDER COVERAGE LLC | ROCKY RIVER, OH | PRINCIPAL LIFE INSURANCE COMPANY | $10K | $0 | $10K | 100.0% | 1 |
History & trajectory
8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan